+51.8%
TEL vs STT
+158.4%
-106.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.2% | +1.0% | +0.2% | +0.8% |
| 30D | -4.1% | +2.8% | -6.9% | -5.5% |
| 3M | -2.6% | +18.1% | -20.7% | -10.8% |
| 6M | 0.0% | +59.2% | -59.2% | -21.2% |
| YTD | -9.1% | +51.5% | -60.5% | -26.7% |
| 1Y | -0.8% | +75.7% | -76.5% | -25.9% |
| 3Y | +67.4% | +200.8% | -133.4% | -4.7% |
| 5Y | +51.8% | +155.8% | -104.0% | -14.3% |
| All | +51.8% | +158.4% | -106.6% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded STT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling